Shared Services Supervisor
Fleetworthy · Madison, WI · 1 wk ago
ManagementFull-time
Key Responsibilities
- Lead, coach, and develop the Shared Services team, including workload prioritization, performance management, and career development
- Establish clear operating rhythms, SLAs, and accountability across a high-volume transactional environment
- Foster a culture of quality, ownership, and continuous improvement
- Own centralized operational services including:
- Mail room intake, scanning, Salesforce cataloging, and distribution
- Driver data management (document imports, qualification files, status updates)
- Asset data management (registrations, title retention, asset status lifecycle)
- Physical document warehousing and retention processes
- Ensure accuracy, completeness, and compliance across all document and data workflows
- Partner closely with Implementation and Services teams to support:
- Job class builds and tracked document settings
- Driver and asset list imports
- EFleet form builds and updates
- Client manuals and sample file reviews
- Act as an escalation point for complex or high-risk cases impacting go-live or client operations
Systems & Process Excellence
- Oversee work executed in CPSuite, Salesforce, JIRA, and document imaging systems
- Identify process gaps, automation opportunities, and efficiency improvements
- Standardize workflows and documentation to enable scale and consistency
Compliance & Risk Management
- Ensure proper handling and retention of sensitive data (PII, driver records, titles, POAs)
- Maintain audit-ready processes for document storage, release, and lifecycle management
- Partner with Legal, Compliance, and Security as needed
Cross-Functional Collaboration
- Serve as a trusted operational partner across Implementation, Services, Fuel Tax, and Product teams
- Provide operational insights, metrics, and recommendations to leadership
Qualifications
- 2+ years of experience in operations, shared services, or process-driven environments
- Strong process design, documentation, and continuous improvement mindset
- Comfort working across multiple systems and workflows simultaneously
Preferred: Familiarity with Salesforce, JIRA, or similar workflow/ticketing systems